Mutual funds disclose stress test results monthly for small and mid-cap schemes, estimating days to liquidate the portfolio’s stocks. The tests exclude 20% illiquid securities and assess client concentration risk, AUM share, standard deviation, Portfolio Beta, and crisis impact on NAV. These disclosures fail to accurately depict stress scenarios, as they do not consider the changes in the market value of the securities in such scenarios.
7 mutual fund NFOs will open for subscription this week
Seven mutual funds, including index, small cap, thematic, ETF, and FoF schemes, will open for subscription between June 23–27, aiming to diversify offerings and attract
June 22, 2025